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Bmo Conservative Etf Portfolio A (0P0000ZAD4)

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12.882 +0.008    +0.07%
06/06 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 2.7B
BMO Conservative ETF Portfolio A 12.882 +0.008 +0.07%

0P0000ZAD4 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BMO Conservative ETF Portfolio A (0P0000ZAD4) fund. Our BMO Conservative ETF Portfolio A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.250 2.350 0.100
Shares 36.650 36.680 0.030
Bonds 56.410 56.650 0.240
Convertible 0.160 0.160 0.000
Preferred 0.020 0.020 0.000
Other 4.490 4.720 0.230

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.568 16.124
Price to Book 2.344 2.330
Price to Sales 1.915 1.733
Price to Cash Flow 10.462 9.837
Dividend Yield 2.520 2.623
5 Years Earnings Growth 9.502 9.310

Sector Allocation

Name  Net % Category Average
Financial Services 21.800 21.299
Technology 18.030 15.920
Industrials 11.780 11.827
Healthcare 9.620 8.228
Consumer Cyclical 8.730 8.693
Energy 7.180 7.633
Consumer Defensive 6.130 7.575
Basic Materials 6.110 5.405
Communication Services 5.990 6.205
Utilities 2.680 3.978
Real Estate 1.940 3.590

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 38

Number of short holdings: 4

Name ISIN Weight % Last Change %
BMO Aggregate Bond ETF - 14.69 - -
BMO Mid-Term US IG Corp Bond ETF (CAD) - 14.00 - -
BMO S&P 500 ETF (CAD) - 13.96 - -
BMO Core Plus Bond ETF - 11.88 - -
BMO S&P/TSX Capped Composite ETF - 10.12 - -
BMO MSCI EAFE ETF - 6.05 - -
BMO Short Corporate Bond ETF - 4.67 - -
BMO Emerging Markets Bond A - 4.15 - -
BMO High Yld US Corp Bd Hdgd to CAD ETF - 3.52 - -
BMO Global Equity 2 Acc GB00B5W83K78 3.07 - -

Top Bond Funds by BMO Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BMO Conservative ETF Portfolio Advi 2.7B 1.63 5.30 3.20
  BMO Conservative ETF Portfolio F 2.7B 2.10 6.48 4.35
  BMO Conservative ETF Portfolio T6 2.7B 1.63 5.30 3.20
  BMO Income ETF Portfolio A 1.53B 1.57 4.05 2.19
  BMO Income ETF Portfolio Advisor 1.53B 1.57 4.05 2.18
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